XYLD vs SPY

AXYLD

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,099SPY · XYLD $13,806

Lowest cost0.09%SPY · $9 on $10k

Most income10.59%XYLD · $1,059 on $10k

Smallest drop−5.3%XYLD · worst fall in 1Y

Held in common99.7%XYLD and SPY

XYLD

SPY

Global X - S&P 500 Covered Call ETF · $3.3BState Street SPDR S&P 500 ETF · $805B

+13.3%3 years · per year$14,532 · $18,174+22.0%

+6.7%5 years · per year$13,806 · $17,099+11.3%

0.60%Expense ratio$60 · $9 on $10k · lower wins0.09%

10.59%12-mo yield$1,059 · $103 on $10k1.03%

−5.3%Worst dropSmaller wins−8.9%

8.0%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsXYLD · SPY

7.8%AAPL7.7%

7.4%NVDA7.3%

6.3%MSFT6.2%

4.0%AMZN3.9%

Held in common99.7%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AXYLD	Global X - S&P 500 Covered Call ETFRead Desk		0.60%	10.59%	−3.7%	+7.5%	+11.7%	+13.3%	+6.7%	−5.3%	$3.3B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AXYLD	Global X - S&P 500 Covered Call ETFRead Desk		0.60%	10.59%	−3.7%	+7.5%	+11.7%	+13.3%	+6.7%	−5.3%	$3.3B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XYLD vs SPY

XYLD

Global X - S&P 500 Covered Call

$13,806

SPY

SPDR S&P 500

$17,099

MeasureXYLDSPY

Fee0.60%0.09%

Cost on $10k a year$60$9

Yield10.59%1.03%

5 years, per year+6.7%+11.3%

3 years, per year+13.3%+22.0%

Worst drop · 1Y−5.3%−8.9%

Volatility · 1Y8.0%13.6%

3–3measures won
level

99.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: XYLD, SPY

Today

99.7%most shared, XYLD and SPY

XYLDSPY

XYLD—99.7%

SPY99.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$999most kept, XYLD

XYLD$1,059 − $60 = $999

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee